# Index ### A Absolute sizes, vs. relative sizes in estimation, 125–128 Acceptance criteria conditions of satisfaction related to product backlog, 77 defined, 401 definition of ready and, 110 product owner defining and verifying, 169–170 user stories containing confirmation information, 85–86 Acceptance-test-driven development (ATTD), 85–86, 402 Acceptance tests conditions of satisfaction expressed via, 85 defined, 401 product owner responsibilities and, 169 verifying conditions of satisfaction, 77 Accountability, of product owner, 173 Accrual of technical debt, managing, 149–152 Accuracy defined, 402 vs. precision in estimation, 125, 274–275 Actions, resulting from retrospective deciding what action to take, 389–390 determining possible actions, 387–388 follow through on, 391–392 as output of sprint retrospective, 381 selecting insights to act on, 388 Activities defined, 402 overview of, 16–18 Adaptation. See also Prediction and adaptation principle, in agile development balancing predictive work with adaptive work, 43–44 based on product review, 371 daily scrum as inspect-and-adapt activity, 354 defined, 402 discovering your own path forward, 396 and exploration in approach to development, 39–40 as focus of planning rather than conformance, 249–251 leveraging variability, 35–36 plan-driven development compared with agile development, 59 responsibilities of development team, 197–198 sprint retrospective and, 375 sprint review and, 363 Agile development concerns about adopting, 225 defined, 402 managers promoting agile values, 233–234 no end state in, 395 overview of, 1–3 plan-driven approach compared with, 59–60 product backlog in, 1 sharing best practices, 396–397 The Agile Manifesto (Beck), xxxi, 30, 204–205, 210 Agile principles accepting that you can’t get it right up front, 38–39 adapting to real-time information and replanning based on, 54 adaptive, exploratory approach, 39–40 balancing predictive work with adaptive work, 43–44 batch sizes in, 48–49 cost of change and, 40–43 cost of delays and, 52–54 Agile principles (continued ) product backlog as, 18–19 sprint backlog as, 18 Asset teams, 214. See also Component teams Assets embracing helpful variability, 32–33 focusing on idle work, 51–52 inspection, adaptation, and transparency, 35–36 inventory management, 49–50 iterative and incremental approach to measuring progress by asset validation, 54–55 monitoring and reports focusing on asset validation, 236 Assumptions development, 33–35 keeping options open, 37–38 learning loops in, 45–46 measuring progress by asset validation, calculating release costs and, 325–326 defined, 402 replanning based on validation of, 251 validated learning and, 45, 304 Atmosphere, setting for sprint retrospective, 54–55 minimizing unnecessary formality, 57–58 organizing workflow for fast feedback, 382 ATTD (Acceptance-test-driven development), 46–47 overview of, 29–32 prediction and adaptation, 37 quality built-in to development process, 85–86, 402 Attendance sprint retrospective issues, 392 sprint review issues, 372–373 Authority, levels of (Appelo), 230 Automated testing, 149, 355–356 56–57 reducing uncertainty, 36–37 sustainable pace in performance of work, 56 validated learning in, 44–45 value-centric delivery in, 55 variability and uncertainty and, 32 work in process (WIP) and, 48 Agile Retrospectives (Derby and Larsen), 379 All-at-once product development ### B Batch size in agile development, 48–49 comparing plan-driven development with defined, 402 in origins of Scrum, 3 All-before-any approach agile development, 60 defined, 403 Benefits of Scrum, 4–5 Best practices, 396–397 Blame defined, 402 to work in process, 48 Anticipatory process. See plan-driven development Appelo, Jurgen, 230 Approach creating blame-free atmosphere for sprint retrospective, 382 sprint retrospective issues, 393 “Boil-the-ocean” projects, 65 Boy Scout rule defined, 402 essential scrum includes, xxix realizing Scrum practices, 13 Artifacts defined, 403 servicing technical debt when you happen defined, 402 just-in-time approach to creating work upon it, 158–159 Budget constraint products, 43 managing inventory of planning artifacts, fixed date approach, 313–314 fixed everything approach, 311–312 fixed scope and date approach, 312–313 fixed scope approach, 313 in release planning, 311 251–252 potentially shippable product increment as, 25–26 Burndown chart defined, 403 for fixed-scope release, 327–328 sprint, 357–359 Burnup charts defined, 403 for fixed-scope release, 328–329 sprint, 359–360 Business engagement pattern with, 170 making technical debt visible at business level, 153–154 ScrumMaster skills related to business domain, 188 ### C Cadence benefits of consistent duration of sprints, 67–68 defined, 403 Capacity defined, 403 in Kanban, 10 measuring in effort-hours, 342–343 measuring in story points, 342 sprint planning, 22, 340–342 underutilization of, 351 Card format, for user stories, 83–84 Ceremony defined, 403 minimizing unnecessary, 57–58, 368 plan-driven development compared with agile development, 60 Change consequences of, 70–71 handling cost of, 40–43 maintaining sprint goals despite, 69–73 managing, 79 overcoming the status quo, 398–399 as product backlog item, 101 Change agent, ScrumMaster as, 187, 191 Chaotic domain in Cynefin framework, 6–7, 9 defined, 403 Checkpoints, short duration sprints providing frequent, 66–67 Chickens and pigs, 25, 403 Chief product owner, 183–184, 404 Clarification, of sprint goals, 69–70 Closing retrospectives, 390–391 Closure, timeboxing enforcing, 63 CMMI maturity model, 395 Coach a day in the life of ScrumMaster, 190 ScrumMaster as, 16, 185–186 Code refactoring. See Refactoring code Cohn, Mike, xxv, xxxiii–xxxiv, 129–130, 206, 395, 397–398 Collaboration benefits of face-to-face communication, 205 cross-cluster, 240–241 funneling through project manager, 242–243 of product owner with development team, 170–171 of product owner with stakeholders, 171 ScrumMaster skills, 189 in sprint review, 370 Commercial development projects, 177–179 Commercial-off-the-shelf (COTS), 8 Commitment as basis of sprint goals, 69 change and, 71 checking if realistic, 344–345 defined, 404 of development team, 207–208 estimates contrasted with, 124–125 sporadic attendance and, 372–373 sprint planning outcomes and, 17–18, 346 Communication channels between teams, 240–241 development team skills/characteristics, 204–205 facilitating shared understanding, 81–82 product owner skills, 172–173 of progress in fixed-date release, 329–330 of progress in fixed-date release planning, 327–329 ScrumMaster skills, 189–190 of sprint execution progress, 356 transparency of, 205–206 Competence, managers developing team members, 231–232 Complaints, sprint retrospective issues, 393 Complex adaptive systems planning release of features to customers, 308 product roadmap and, 260 Continuous improvement defined, 404 flight pattern of geese illustrating, 199 Scrum origins and, 3 Complex domain no end state in Scrum, 395 sprint retrospective and, 375 while applying iterative and incremental in Cynefin framework, 6–8 defined, 404 Complexity, Scrum providing confidence in development, 34 Continuous integration defined, 404 helping work at a sustainable pace, 209 technical practice, 355 use of good practices prevents accrual of handling, 6 Complicated domain in Cynefin framework, 6–8 defined, 404 Component teams technical debt, 149 Contracts, limitations of fixed-price contracts, combining with feature teams, 217–218 defined, 404 feature teams compared with, 213–216 product owner for, 177, 180–181 when defining a product, 116 when to use, 216 Components 235 Conversations in development of user stories, 84–85 facilitating shared understanding, 81–82 Coordination. See also Collaboration cross-cluster, 240–241 funneling through project manager, development of, 213–214 development projects, 180–181 integration and testing, 46–47 Conditions of satisfaction, 404. See also 242–243 Cost of delay Agile principles and, 52–54 comparing plan-driven development with Acceptance criteria Confidence, acquiring in sprint planning, agile development, 60 defined, 404 portfolio planning and, 271–274 for properly quantifying technical debt 344–346 Confidence threshold defined, 404 for product planning, 290, 298 targeting realistic, 300–302 Confirmation information, in user stories, economics, 150–152 Costs calculating in release planning process, 325–326 handling cost of change, 40–43 of idle work, 52–53 Scrum reducing, 6 technical debt impacting development 85–86 Conformance to plans, in plan-driven development, 54, 60, 250 Constraints, in release planning fixed date, 313–314 fixed everything approach, 311–312 fixed scope, 313 fixed scope and date, 312–313 inputs to sprint planning, 338 overview of, 311 updating, 314 variable quality and, 313–314 Continuous deployment (delivery) costs, 142–143 COTS (Commercial-off-the-shelf), 8 Cross-cluster collaboration, 240–241 Cross-functional diversity and sufficiency, of development team, 200–201 Cross-functional teams in agile development, 2 defined, 405 feature teams, 213 defined, 404 high-bandwidth communication and, 205 managers forming, 228–229 quality built-in to development process, 56–57 vs. role-specific teams, 195–196 Cunningham, Ward on refactoring, 149 on technical debt, 139–140 Customer satisfaction Scrum benefits, 6 technical debt decreasing, 144 Customer uncertainty defined, 405 reducing, 36 Customers engagement pattern with, 170–171 planning release of features to, 307 product owner understanding needs of, 166 repaying technical debt while performing customer-valuable work, 160–162 value-centric delivery focused on needs of, 55 value of user stories to, 90 Cynefin framework defined, 405 for situation-appropriate decision making, 6–7 ### D Daily planning, 258, 264–265 Daily scrum approaches to, 397 daily planning during, 264–265 defined, 405 sprint execution and, 354 sprints and, 23–25 when grooming occurs and, 108 Daily stand-up. See Daily scrum Date constraint fixed date approach, 313–314 fixed everything approach, 311–312 fixed scope and date approach, 312–313 fixed scope approach, 313 in release planning, 311 Deadlines, resulting in technical debt, 144–145 Decision making economic filter for go/no-go decision making, 275–276 illusion of certainty and, 303 incremental/provisional approach to funding, 304–305 keeping options open, 37–38, 249 plan-driven development compared with agile development, 59 by product owner, 173 which work needs to be done, 353–354 which work to start, 352 DEEP (Detailed appropriately, Emergent, Estimated, and Prioritized) appropriate detail, 101–102 characteristics of good product backlog, 101 defined, 405 emergent nature of, 102 prioritization in, 103–104 size estimates in, 102–103 Defects compounding, 142 defining when sprint is complete or done and, 75 as product backlog item, 100–101 as technical debt, 139 Defined process, in plan-driven development, 32 Definition of done checklist, 74–76 confidence threshold as envisioning, 290 defined, 405 development team needs skills to meet, 200–201 evolving over time, 76–77 for managing technical debt, 149–150 no end state in Scrum, 395 nonfunctional requirements for inclusion in, 93 overview of, 25–26 preventing accrual of technical debt, 150 versus acceptance criteria, 77 what work needs to be done, 353–354 Definition of ready acceptance criteria, 169 checklist, 109–110 defined, 405 Definition of ready (continued ) PBI estimation, 123–124 product owner collaborating with, 166, overview, 108–110 product backlog items for sprint planning, 170–171 responsibilities of, 196–197 role of, 16 role-specific teams, 195–196 rules of Planning Poker and, 132 as Scrum role, 16 self-organizing nature of, 198–200 small size of, 206 sprint planning, 21–23 sustainable pace in performance of work, 336 providing boundaries for work at the task level, 353 selecting product backlog items and, 344 understanding how to demonstrate items at sprint review, 370 Delays, cost of. See Cost of delay Delegation, as means of empowering teams, 230 Deliverables. See also Potentially shippable 208–209 T-shaped skills, 201–203 technical practices for task performance, product increments (PSIs) short duration sprints and, 65–66 technical debt increasing time to delivery, 355–356 transparency of communication, 205–206 when grooming occurs and, 107–108 Discussions 142 Demonstration aspect, of sprint review, 368, 370 Design flaws, as technical debt, 139 Detail in sprint review, 371 when estimating, 121–122 when writing user stories, 81–82, 85 Disorder domain in product backlog, 101–102 in user stories, 86–88 Development team in Cynefin framework, 6–7, 9 defined, 406 Diversity, of development team, 200–201 Documentation accountability of product owner to, 173 communication skills of, 204–205 cross-functional diversity and sufficiency conversations compared with, 81–82 cost of delay example involving, 53–54 in definition of done, 74 lack of in VersionOne 2011 survey, 225 plan-driven development as document- of, 200–201 daily scrum for, 23 defined, 405 focus and commitment of, 207–208 grooming product backlog, 105–106 long-lived nature of, 209–211 multiple teams with one product backlog, centric process, 57 in Scrum development, 57–58 supplementing user stories, 84 Domain skills, of product owner, 171–172 Done 115–116 Musketeer attitude (all for one, one for all), 203–204 one team with multiple product backlogs, acceptance criteria compared with, 77 checklist, 74–76 defined, 406 done vs. done done, 77–78 evolution of definition of done over time, 117–118 overview of, 195 participant in product planning, 288–289 participant in release planning, 308 participant in requirements conversation, 76–77 no end state in Scrum, 395 sprint review confirming, 367–368 value of strong definition of done in 84 participant in sprint execution, 348 participant in sprint planning, 335 participant in sprint retrospective, 377 participant in sprint review, 364–365 preventing accrual of technical debt, 149–150 Dot voting defined, 406 selecting which insights to act on, 388 Duration, of sprints calculating from estimated size and measured velocity, 119–120 consistency of, 67–68 short duration preference, 64–67 story points in calculation of, 128 ### E Economic filter defined, 406 for go/no-go decision making, 275–276 Economics of abnormal sprint termination, 72–73 of aligning all teams to a single product backlog, 115–116 of change, 70–71 of component teams, 218 of developing a project plan per sprint, 349 focusing on short time horizon in product planning, 302 improved by fast feedback, 65 incremental/provisional funding, 304–305 learning fast and pivoting as necessary, 305 of long-lived teams, 210 managing, 167–168, 236 marginal economics applied to in-process products, 283–285 of product planning, 299–300 of release approach, 253 of rising development costs, 142 single versus multiple release, 252–253 of smaller, more frequent releases, 279–280 speed and efficiency and, 302–303 targeting realistic confidence threshold, 300–302 of technical debt, 150–152 validated learning, 303–304 Economies of scale, manufacturing vs. product development, 48 Effort/cost, scheduling portfolio backlog items and, 274 Effort hours capacity in, 342–343 checking if commitment is realistic, 344–345 tasks in, 122 Emergent opportunities defined, 406 embracing quickly, 278–279 Emotions seismograph defined, 406 mining for insights, 385 sprint retrospective and, 384–385 Empirical process control (Schwaber and Beedle), 35, 406 End of life, not repaying technical debt for products approaching, 157 End uncertainty defined, 406 reducing uncertainty, 36 Enjoyment, Scrum benefits, 6 Enterprise Transition Community (ETC), 398 Environment, managers’ responsibilities aligning internal groups, 234 aligning partners, 234–235 promoting agile values, 233–234 removing organizational impediments, 234 Envisioning. See Product planning Epics defined, 406 estimating, 103 in release train, 221 representing product backlog items, 294–295 size of user stories and, 86–88 story mapping technique and, 96 Errors, setting limit or bound on, 65 Estimable criteria, INVEST, 91–92 Estimation accuracy vs. precision, 125, 274–275 commitments contrasted with, 124–125 defined, 407 development team in PBI estimation, 123–124 ideal days for measurements in, 128–129 overview of, 119–120 of PBIs, 121 Planning Poker approach, 129–133 of product backlog, 121–122 Estimation (continued ) plan-driven development compared with product owner and, 175 relative sizes vs. absolute sizes, 125–128 scale in, 130 story points for measurements in, 128 of tasks, 122 units for, 128 what and when of, 120–121 ETC (Enterprise Transition Community), 398 Event timeline agile development, 59 short duration sprints aiding, 64–65 technical debt and, 139 Fast pace, of development fast delivery as Scrum benefit, 6 go fast but never hurry, 56 Feature teams combining with component teams, 217–218 comparing with component teams, defined, 407 mining for insights, 385 sprint retrospective and, 384 Excitement/enthusiasm, short duration 213–216 defined, 407 product owner, 180-181 Features sprints rejuvenating, 65–66 Exercises defined, 407 as product backlog item, 100–101 release flow management and, 110–111 user stories and, 87–88 Feedback. See also Fast feedback inputs for sprint retrospective, 380 selecting for use in sprint retrospective, 379 Experiments, knowledge-acquisition user stories, 93 Exploitation, 59, 407 Exploration in iterative and incremental development, 34–35 learning fast and pivoting as necessary, 305 learning loops and, 45–46 organizing workflow for, 46–47 performance feedback given by managers, defined, 407 knowledge-acquisition user stories, 93–95 plan-driven development compared with agile development, 39–40, 59 External stakeholders 232 plan-driven development compared with defined, 407 product owner collaborating with, 171 Extreme Programming (Beck and Andres), agile development, 59 in prioritization of iterations, 2 short duration sprints aiding, 64–65 sprint review and, 364–365 Fixed date constraint, in release planning, 355, 407 ### F Face-to-face communication, 205 Facilitator 313–314 Fixed-date release calculating costs in, 325–326 communicating progress of, 329–330 defined, 408 overview of, 318–323 planning and, 67–68 Fixed everything constraint, in release ScrumMaster as, 16 for sprint execution, 348 for sprint planning, 335–336 for sprint retrospective, 393 for sprint review, 368 Fail fast, 305, 407 Fast feedback. See also Feedback planning, 311–312 Fixed-price contracts, limitations of, 235 Fixed scope and date constraints, in release defined, 407 early review and, 367 monitoring and reports aligned to, 236 organizing workflow for, 46–47 planning, 312–313 Fixed scope constraint, in release planning, Fixed-scope release calculating costs in, 325–326 communicating progress of, 327–329 defined, 408 planning, 323–325 product roadmap and, 260–261 Flow daily scrum in management of, 354 deciding which work needs to be done, 353–354 deciding which work to start, 352 defined, 408 managing in sprint execution, 349–350 organizing task work, 352–353 organizing workflow for fast feedback, 46–47 parallel work and swarming, 350–352 release flow management, 110–111 Scrum used in organizing work flow, 3 sprint flow management, 111–112, 349–350 who does the work, 354 Focus of development team, 207–208 of sprint retrospective, 378–379 Forecasts defined, 408 terminology choices for sprint planning outcomes, 17–18 velocity, 135 vs. commitments, 346 Formality minimizing unnecessary, 57–58 plan-driven development compared with agile development, 60 unnecessary formality defined, 420 Framework, for Scrum activities and artifacts, 16–18 closing review, 28 core values, principles, and practices in, xxix daily scrum, 23–25 defined, 408, 416 overview of, 13 practices, 14 product backlog, 18–20 roles, 14–16 sprint execution, 23 sprint planning, 21–23 sprint results, 25–26 sprint retrospective, 27–28 sprint review, 26–27 sprints, 20–21, 61 Frustration, technical debt resulting in, 144 Functional managers. See Managers Funding, incremental/provisional approach to, 304–305 ### G Gantt chart sprint execution and, 349 of up-front plan, 250 Go/no-go decision making economic filter for, 275–276 funding decisions, 299 Goals. See also Sprint goal managers providing team goals, 228 no end state for, 395 Grenning, James, 129 Grooming defined, 408 insight backlog, 390 overview of, 104 product backlog, 19, 315 responsibilities of development team, 197 responsibility of product owner, 169 in Scrum framework, 17 ScrumMaster working with product owner on, 190 what it is, 104–105 when does it occur, 106–108 who does it, 105–106 Groups compared with teams, 209–210 defined, 408 managers role in aligning internal, 234 ### H Happened-upon technical debt, 155, 158–159, 408 Harvesters (Goldberg and Rubin), 217 Hidden agendas, transparency and, 189 Hierarchical product backlogs, for large products, 114–115 High-bandwidth communication, devel- Inflow strategies, portfolio planning opment team skills/characteristics, 204–205 Hiring/firing authority, of managers, 229 balancing product flow into/out of portfolio backlog, 276–278 economic filter for go/no-go decision making, 275–276 embracing emergent opportunities, ### I Ideal days 278–279 overview of, 275 small, frequent releases, 279–280 Information radiator. See also defined, 408 measuring magnitude of PBI, 128–129 as relative size measures, 20 Ideal hours Communication defined, 409 elements of, 356 Innovation accounting defined, 408 task estimated in, 122 Ideation, 288 Idle work defined, 409 metrics in, 236–237 Innovation waste, 90, 409 Insight backlog comparing plan-driven development with agile development, 60 defined, 409 focusing on idle work not idle workers, defined, 409 grooming, 390 inputs for sprint retrospective, 381 as source of insights, 386 Insight cards, 386–387 Insights, in sprint retrospective 51–52, 281 monitoring and reports focusing on, 236 Idle workers, 51–52, 281, 409 Impediments identifying, 385–387 inputs for sprint retrospective, 381 insight backlog, 390 selecting among, 388–389 Inspection defined, 409 managers removing, 234 ScrumMaster removing, 187, 191 Implementable stories defined, 409 size of user stories and, 87 story mapping technique and, 97 In-process products daily scrum as inspect-and-adapt activity, 354 defined, 409–410 discovering your own path forward, 396 leveraging variability, 35–36 planning based in inspection and defined, 409 marginal economics applied to, 283–285 overview of, 283 portfolio planning and, 268 Incremental approach, to servicing technical adaptation, 248 responsibilities of development team, 197–198 sprint retrospective and, 375 sprint review and, 363 Integration debt, 159 Incremental development agile principles underlying Scrum, 33–35 defined, 409 short duration sprints rejuvenating of components, 46–47 continuous integration practice, 149, 404 defined, 410 of improvement actions, 391 release train approach (Leffingwell) and, participant excitement, 65 Incremental funding defined, 409 economics of product planning, 304–305 Independent criteria, INVEST, 88–89 Integration management, technical debt and, 140 Integration tests, 75 Interference shield, ScrumMaster as, 187 Internal development projects, choosing product owner for, 176–177 Internal stakeholders defined, 410 product owner collaborating with, 171 Internationalization, testing in definition of done, 75 Interrupt-driven work, Scrum not suited for, 9–10 Inventory defined, 410 managing in agile development, 49–50 managing planning artifacts, 251–252 plan-driven development compared with agile development, 60 INVEST criteria, for user stories defined, 410 estimable, 91–92 independent, 88–89 negotiable, 89–90 overview of, 88 sized appropriately, 92 testable, 92 valuable, 90–91 Investment, change impacting, 70–71 Iterative development in agile development, 2–3 agile principles underlying Scrum, 33–35 defined, 410 ### J Jeffries, Ron, xxvii–xxviii, xxxiv, 83 JIT (just in time). See Just in time (JIT) Just enough appropriate detail in product backlog, 101 of predictive planning, 300 requirements and, 79 Just in time (JIT) appropriate detail in product backlog, 101 balancing predictive work with adaptive work, 43–44 balancing up-front planning with just-in- time planning, 248 creating work products, 43 defined, 410 keeping options open, 249 requirements and, 79 sprint planning, 335 ### K Kanban defined, 410 development process suited for interrupt driven work, 9–10 Katz, Ralph, 210 Kerth, Norm, 375, 379 Knowledge acquisition as product backlog item, 100–101 sprint for, 298 user stories, 93–95 Knowledgeable, ScrumMaster skills, 188 Known technical debt defined, 410 repaying incrementally, 159 repaying while performing customer- valuable work, 160–161 servicing, 155–156 ### L Last responsible moment (LRM) (Poppen- dieck and Poppendieck) defined, 411 keeping options open, 37 Leadership managers providing in functional areas, 232–233 product owner role, 15 Learning discovering your own path forward, 396 economics of product planning, 305 fast learning combined with pivoting, 254–255 managers role in development of competence, 231–232 Learning loops aligning performance feedback to, 232 concurrency of, 45–46 defined, 411 Leffingwell, Dean, 272 Lifecycle profits Measures (metrics) defined, 411 impact of cost of delay on, 54 optimizing scheduling for lifecycle of capacity, 342–343 managers monitoring, 236–237 Mess (Martin), terminology for technical profitability, 270–271 Longer-term planning. See Release planning LRM (last responsible moment) (Poppendieck debt, 140 Milestone-driven planning. See Release planning Milestones, in short duration sprints, 66–67 Minimum marketable features (MMFs). See and Poppendieck) defined, 411 keeping options open, 37 Minimum releasable features (MRFs) Minimum releasable features (MRFs) baseline values for actionable metrics, 2 ### M Man-hours, task estimated in, 122 Managers 37 defined, 411 defining product roadmap and, 295–296 determining in release planning, 309–310, aligning internal groups, 234 aligning partners, 234–235 changing team composition, 229 defining team boundaries, 227 developing team member competence, 320 marginal economics applied to in-process products, 284 refining, 316 Minimum viable product (MVP). See 231–232 empowering teams, 230–231 energizing team members, 231 fashioning teams, 226 forming teams, 228–229 maintaining team integrity, 233 managing economics, 236 monitoring measures and reports, 236–237 overview of, 225–226 participating in sprint retrospective, 377 project management responsibilities, Minimum releasable features (MRFs) MMFs (minimum marketable features). See Minimum releasable features (MRFs) Monitoring measures and reports, managers, 236–237 Motivation managers role in energizing people, 231 product owner skills, 173 MRFs (Minimum releasable features). See Minimum releasable features (MRFs) Multilevel planning 237–239 promoting agile values, 233–234 providing leadership in functional areas, daily planning, 264–265 overview of, 257–258 portfolio planning, 259 product planning, 259–261 release planning, 261–263 sprint planning, 263 Multiple teams 232–233 providing team goals, 228 removing organizational impediments, 234 systems perspective of, 235 when to retain separate project manager coordinating using release train approach, 220–223 coordinating using scrum of scrums, role, 239–243 Manufacturing. See Product manufacturing Marginal economics, applied to in-process 218–220 Multitasking, cost of, 350–351 Musketeer attitude (all for one, one for all) products, 283–285 Maturity models, not part of Scrum, 395 Means uncertainty defined, 411 development team skills/characteristics, defined, 411 reducing uncertainty, 36 203–204 Must-have features defined, 411 defining product roadmap and, 295 determining in release planning, 320 in focusing on short time horizon, 302 release flow management and, 110–111 MVP (Minimum viable product). See Minimum releasable features (MRFs) ### N Naive technical debt, 140, 412 Negotiable criteria, INVEST, 89–90 New products portfolio planning. See Portfolio planning product planning. See Product planning Nice-to-have features defined, 412 release flow management and, 110–111 release planning, 314, 320 Nonaka, Ikujiro, 3 Nonfunctional requirements, 93, 412 ### O Objective data gathering for sprint retrospective, 379 inputs for sprint retrospective, 380 One-part approach, to sprint planning, 339–340 One-product-one-product-backlog rule large products and, 114–115 multiple teams and, 115–116 what is a product and, 113–114 Opportunities, embracing emergent opportunities quickly, 278–279 Options, keeping options open, 37–38, 249 Ordered, terminology for product backlog sequences, 20 Organizational impediments. See Impediments Outflow strategies, portfolio planning establishing WIP limits, 281–282 focusing on idle work not idle workers, 281 overview of, 280 waiting until entire team is in place, 282–283 Outsourcing choosing product owner for outsourced projects, 180 limitations of fixed-price contracts, 235 Overtime, impact on quality and velocity, 136–137 ### P Parallel work, sprint execution and, 350–352 Participants in portfolio planning, 268 in product planning, 288–289 in release planning, 308 in sprint execution, 348 in sprint planning, 335–336 in sprint retrospective, 377–378 in sprint review, 364–365 Partners, managers aligning, 234–235 Path forward discovering, 396 no end state in Scrum, 395 overcoming the status quo, 398–399 sharing best practices, 396–397 using Scrum to discover, 397–398 Patience, ScrumMaster skills, 189 Patton, Jeff, 96 PBI estimation accuracy vs. precision in, 125 contrasting estimates with commitments, 124–125 development team in, 123–124 overview of, 121–122 Planning Poker approach to, 129–130 relative sizes vs. absolute sizes, 125–128 units for, 128–129 PBIs (product backlog items). See Product backlog items (PBIs) People skills, of product owner, 172–173 Perfectionism, avoiding unnecessary, 63 Performance definition of done and, 75 definition of ready and, 110 feedback given by managers, 232 technical debt resulting in underperformance, 143 Performance principle, in agile development minimizing unnecessary formality, 57–58 Performance principle, in agile development types of, 29 variability not accounted for in, 35 Planning (continued ) overview of, 56 quality built-in to development process, accepting that you can’t get it right up 56–57 sustainable pace in performance of work, front, 38–39 adapting to real-time information, 54 consistent duration of sprints simplifying, 56 Person-hours, task estimated in, 122 Personas (roles) 67–68 daily planning, 264–265 a day in the life of product owner, 175 multilevel approach to, 257–258 portfolio planning. See Portfolio planning product owner participating in, 168–169 product planning. See Product planning release planning. See Release planning short duration sprints aiding, 64 sprint execution, 349 sprint planning. See Sprint planning sprints, 21–23 Planning Poker defined, 412 in user stories, 96 Pichler, Roman, 101 Pigs and chickens, 25, 412 Pipeline of requirements, product backlog as, 112 Pivoting defined, 412 economics of product planning, 305 envisioning, 288–289 innovation accounting, 237 marginal economics applied to in-process defined, 412 how to play, 131–133 overview of, 129–130 scale in assigning estimates, 130 Planning principles products, 283–284 planning and, 254–255 Placeholders product backlog items (PBIs) as emphasis on small, frequent releases, requirements placeholder, 80–81 user stories marking exploration work, 94 Plan-driven development 252–254 focus on adapting and replanning rather than conforming, 249–251 keeping options open, 249 learning fast and pivoting as necessary, agile principles compared with, 59–60 all-before-any approach to work in process, 48 assumptions in, 45 beliefs regarding, 30 costs of change in, 43 defined, 412 defined process in, 32 as high-ceremony approach, 57 integration and testing components in, 254–255 managing inventory of planning artifacts, 251–252 not assuming up-front plans are right, 248 overview of, 247–248 up-front planning should be helpful not excessive, 248–249 Platforms 46–47 limitations regarding re-planning, 54 linear approach to uncertainty in, 36 phase orientation vs. customer lack of experience resulting in technical debt, 140 testing in definition of done, 75 PMI (Project Management Institute), 237–239 Point inflation, 138, 412 Pollinators (Goldberg and Rubin), 217 Portfolio backlog expectations, 54–55 requirements in, 79 risks related to up front planning, 38–39 sequential approach compared with agile’s defined, 413 exploratory approach, 39–40 estimating, 121 inflow strategies, 275–280 outflow strategies, 280–283 portfolio planning and, 267, 269 in-process strategies, 283–285 release train approach (Leffingwell), 221 Portfolio planning balancing product flow into/out of portfolio backlog, 276–278 calculating cost of delays, 271–274 defined, 413 economic filter for go/no-go decision making, 275–276 embracing emergent opportunities, 278–279 establishing WIP limits, 281–282 estimating for accuracy not precision, 274–275 focusing on idle work not idle workers, 281 managing economics of, 236 marginal economics applied to in-process products, 283–285 in multilevel planning, 259 optimizing scheduling for lifecycle profitability, 270–271 overview of, 267 participants in, 268 planning level details for, 258 process of, 268–270 product owner participating in, 168 small, frequent releases in, 279–280 strategies for in-process products, 283 strategies for inflow, 275 strategies for outflow, 280 strategies for sequence of products, 270 timing of, 267 waiting until entire team is in place, 282–283 Potentially shippable product increments (PSIs) defined, 413 defining when sprint is complete or done, 74–78 as input to sprint review, 368–369 inspecting and adapting during sprint review, 363 as outcome of iterative process, 2–3 planning release of features to customers, release train approach (Leffingwell) and, 220, 222–223 sprint results, 25–26 Practices activities. See Activities artifacts. See Artifacts defined, 413 roles. See Roles rules. See Rules in Scrum framework, 14 Pragmatism no-goal-altering-change rule and, 72 Pragmatic Marketing Framework, 178–179 Precision defined, 413 vs. accuracy in estimating, 125, 274–275 Prediction balancing predictive work with adaptive work, 43–44 just enough predictive planning, 300 plan-driven development compared with agile development, 59 technical debt decreasing predictability, 143 timeboxing improving predictability, 64 Prediction and adaptation principle, in agile development accepting that you can’t get it right up front, 38–39 adaptive, exploratory approach in, 39–40 balancing predictive work with adaptive work, 43–44 handling cost of change, 40–43 keeping options open, 37–38 overview of, 37 pivoting and, 254–255 Predictive process. See Plan-driven development Prescriptive process. See Plan-driven development Principle of least astonishment defined, 413 transparency of communication and, 206 Principles. See Agile principles Prioritization in product backlog, 103–104 sporadic attendance and, 372–373 Prioritization (continued ) defined, 413 definition of ready, 109–110 emergent nature of, 102 estimating. See PBI estimation grooming tasks related to, 104–105 mapping to sprints, 316–318 measuring velocity and, 133 organizing task work, 352–353 overview of, 100–101 parallel work and swarming, 350 as placeholders for requirements, 80–81 prioritizing, 103–104 representing technical debt, 155 selecting in sprint planning, 343–344 sign-offs and, 372 size estimates, 102–103 user stories adding detailed items, 315 Product development terminology choices for product backlog sequences, 20 timeboxing enforcing, 62 Process authority, ScrumMaster as, 186–187 Process-centric development, 60 Process structure, 59 Product backlog in agile development, 1–2 appropriate detail in, 101–102 conditions of satisfaction, 77 creating high-level list in product planning process, 294–295 deciding which and how many to form, 112–113 defined, 413 definition of ready, 108–110 determining what is a product, 113–114 economics, 168 emergent nature of, 102 estimating, 121–122 grooming, 104–108, 369, 413 as input to sprint planning, 337 large products with hierarchical backlogs, benefits of Scrum for, 10 calculating duration from estimated size and measure velocity, 119–120 defined, 413 economies of scale, 48 focusing on idle work not idle workers, 51–52 inventory management, 50 vs. product manufacturing, 32–33 Product manufacturing 114–115 mapping to releases, 263 multiple teams with one product backlog, 115–116 one team with multiple product backlogs, comparing plan-driven development with agile development, 59 economies of scale, 48 inventory management, 49–50 vs. product development, 32–33 Product owner 117–118 overview of, 99 PBIs in, 100–101 prioritization in, 103–104 product owner responsible for grooming, accountability of, 173 chief product owner, 183–184 collaborating with development team, 169 product planning and, 259–260 release flow management, 110–111 release planning and, 320–321 representing technical debt, 155 in Scrum framework, 18–20 size estimates in, 102–103 sprint flow management, 111–112 sprint planning and, 17, 21–23 Product backlog items (PBIs) 170–171 collaborating with stakeholders, 171 combining with other roles, 181–182 for commercial development, 177–179 for component development, 180–181 creating/verifying acceptance criteria, 169–170 a day in the life of, 174–176 deciding if work is done, 367 decision making by, 173 defined, 414 appropriate detail, 101–102 creating high-level list in product planning process, 294–295 deciding which work to start, 352 domain skills of, 171–172 function relative to estimation process, 123 grooming product backlog, 105–106, 169 for internal development, 176–177 managing economics, 167–168 for outsourced development, 180 overview of, 165–166 in overview of Scrum roles, 15–16 participant in product planning, 288–289 participant in product portfolio, 268 participant in requirements conversation, 84 participant in sprint execution, 348 participant in sprint planning, 335 participant in sprint retrospective, 377 participant in sprint review, 364–365 people skills of, 172–173 planning functions of, 168–169 principal responsibilities of, 166 proxy product owner, 183 rules of Planning Poker, 132 in sprint planning, 21–22 team approach to, 182–183 understanding value of technical stories, 90–91 who should fill this role, 176 Product owner proxy, 183, 414 Product planning creating product backlog, 294–295 a day in the life of product owner, 175 defined, 414 defining product roadmap, 295–297 economic filter for go/no-go decision making, 275–276 economic sensibility in, 299–300 incremental/provisional funding in, 304–305 learning fast and pivoting as necessary, 305 in multilevel planning, 259 new product example, 290–291 other types of work in, 298–299 overview of, 287 participants in, 288–289 planning level details for, 258 process of, 290 product backlog and, 259–260 product owner participating in, 168–169 product roadmap and, 260–261 product vision, 259, 291–294 short time horizon as focus of, 302 speed and efficiency of, 302–303 targeting realistic confidence threshold, 300–302 timing of, 287–288 validated learning in, 303–304 Product roadmap defining, 295–297 definition of, 414 product planning and, 260–261 release planning and, 262–263 Product vision. See Vision Productivity, multiple projects and, 207 Products atrophy of appeal due to technical debt, 143 defined, 413 determining what is a product, 113–114 development team responsible to inspect and adapt, 197 large products with hierarchical backlogs, 114–115 not repaying technical debt for products nearing end of life, 157 not repaying technical debt for products with short life, 157–158 planning new. See Product planning portfolio of new. See Portfolio planning Program backlog, 221 Progress communicating in fixed-date release, 329–330 communicating in fixed-scope release, 327 comparing plan-driven development with agile development, 60 of sprint execution, 356 timeboxing demonstrating, 62–63 Progress principle, in agile development adapting to real-time information and replanning based on, 54 measuring progress by validating working assets, 54–55 overview of, 54 value-centric delivery in, 55 Progressive refinement strategy applying to requirements, 82 defined, 414 level of detail, 86 Project chartering, 299, 414. See also Product Reckless debt (Fowler), 140 Refactoring code planning Project inception, 299. See also Product defined, 414 as means of paying down technical debt, planning Project initiation, 299. See also Product 141 use of good practices prevents accrual of planning Project Management Institute (PMI), 237–239 Project managers. See also Managers technical debt, 149 Reinertsen, Donald G. responsibilities of, 237–239 when to retain separate project manager on batch-size issues, 48–49 on cost of delay, 53 on lifecycle profits, 270 Relative size measures role, 239–243 Project Retrospectives (Kerth), 375, 379 Proof of concept, 93 Prototypes in cost evaluation, 20 defined, 415 vs. absolute sizes in estimation, 125–128 Release goal knowledge-acquisition user stories, 93 not repaying technical debt for throwaway prototypes, 157 PSIs. See Potentially shippable product communicating progress using burndown chart, 327–328 communicating progress using burnup increments (PSIs) chart, 359 defined, 415 economics of, 167 grooming product backlog and, 315 product roadmap and, 296 Release planning ### Q Quality building in to development process, 56–57 comparing plan-driven development with agile development, 60 influenced by long-lived teams, 210 overtime and, 137 pressure to meet a deadline affects, 144–148 reduced due to working on too many items calculating costs in, 325–326 communicating progress in fixed-date release, 329–330 communicating progress in fixed-scope release, 327–329 constraints on release, 311 a day in the life of product owner, 175 defined, 415 defining product roadmap and, 296 emphasis on small, frequent releases, in parallel, 350–351 release constraints, 311 team diversity leads to, 201 traditional project management responsibility, 238 variability due to constraints, 313–314 Questioning ability, ScrumMaster skills, 188–189 Queue defined, 414 impact of utilization on queue size (delay), 52–53 portfolio backlog and, 280 ### R Range of velocity, calculating, 134–135 Real-time information, adapting to and planning level details for, 258 process of, 309–311 refining MRFs, 316 sprint mapping, 316–318 technical debt and, 140 timing of, 308–309 updated plan as output of sprint review, 369 updating constraints, 314 variable quality constraint, 313–314 velocity and, 133 Release train (Leffingwell) coordinating multiple teams using, 220–223 defined, 415 Releases defined, 415 small, frequent releases in portfolio planning, 279–280 Replanning, as focus of planning rather than conformance, 249–251 Reports, managers monitoring, 236–237 Requirements card format for user stories, 83–84 confirmation information in user stories, 85–86 conversations facilitating shared understanding, 81–82 conversations in development of user stories, 84–85 estimatable criteria for user stories, 91–92 gathering user stories, 95 independent criteria for user stories, 88–89 INVEST criteria applied to user stories, 88 knowledge-acquisition user stories, 93–95 level of detail in user stories, 86–88 negotiable criteria for user stories, 89–90 nonfunctional, 93 overview of, 79–80 placeholders for, 80–81 progressive refinement of, 82 sized appropriately criteria for user stories, Responsibilities, of development team, groom the product backlog, 197 inspect and adapt each day, 197 inspect and adapt the product and process, 197 perform sprint execution, 196 plan the sprint, 197 Responsibilities, of product owner collaborating with development team, 170–171 collaborating with stakeholders, 171 creating/verifying acceptance criteria, 169–170 grooming product backlog, 169 managing economics, 167–168 participating in planning, 168–169 Responsibilities, of ScrumMaster, change agent, 187 coach, 185 impediment remover, 187 interference shield, 187 process authority, 186–187 servant leader, 186 Retrospectives, 375. See also Sprint retrospective Return on investment (ROI) cost of delays and, 271–272 responsibility of product owner for ensuring, 168 Scrum benefits, 6 short duration sprints improving, 65 small, frequent releases improving, 252, 254 Ries, Eric, 44, 157, 236, 254–255 Risk associated with setting the confidence threshold, 301 assumptions and, 45 defined, 415 of fixed-price contracts, 180 of misinterpretation using ideal days, 128–129 small batch sizes reduce, 49 traditional project management responsibility, 238 Roadmap. See Product roadmap ROI. See Return on investment (ROI) Role-specific teams, compared with cross- Roles Schedules combining product owner with other, attendance issues and, 392 benefit of small batch sizes on, 49 predictable Scrum activities, 68 for sprint review, 366–367 Scheduling strategies, portfolio planning 181–182 combining ScrumMaster with other, 192–193 defined, 415 development team, 16 overview of, 14–15 product owner, 15–16 ScrumMaster, 16 Roles (personas), in user stories, 96 Rolling lookup-ahead planning (Cohn), 318 Rules calculating cost of delays, 271–274 estimating for accuracy not precision, 274–275 optimizing for lifecycle profitability, 270–271 overview of, 270 Schwaber, Ken, xxix–xxx, 3 Scope constraint allocate-up-to-ten-percent-capacity-for- grooming rule, 106 avoid-technical-debt-specific-sprints rule, fixed date approach, 313–314 fixed everything approach, 311–312 fixed scope and date approach, 312–313 fixed scope approach, 313 in release planning, 311 Scrum framework. See Framework, for Scrum “The Scrum Guide” (Sutherland and 159 Boy Scout rule, 158–159, 403 consistent-duration sprints rule, 67 defined, 415 development-team-should-be-between- five-and-nine-people rule, 206 development-team-should-be-long-lived Schwaber), xxix–xxx Scrum introduction rule, 210 involve-all-team-members-in-story- benefits to Genomica, 4–5 benefits to organizations, 5–7 Cynefin framework and, 6–10 framework overview, 13–14 origins of, 3 what it is, 1–3 Scrum of scrums (SoS) writing rule, 294 no-goal-altering-change rule, 20, 72 one-hour-per-sprint-week rule, 367 one-product-one-product-backlog rule, 114–116 people-who-do-the-work-provide-the- for coordinating multiple teams, 206, estimates rule, 123 Scrum practices, 14 start-only-what-you-can-finish rule, 344 tasks-should-be-no-more-than-eight- 218–220 defined, 416 Scrum team defined, 416 development team. See Development team product owner role. See Product owner roles of, 14–15 ScrumMaster. See ScrumMaster ScrumMaster hours rule, 338 teams-should-handle-their-own- coordination rule, 239–240 ### S Safety, setting atmosphere for sprint retrospective, 382 Scale in assigning estimates, 130 multiple small teams vs. single large team, in overview of Scrum roles, 16 participant in product planning, 288–289 participant in sprint execution, 348 participant in sprint planning, 335–336 participant in sprint retrospective, 377 participant in sprint review, 364–365 responsibilities of, 185–187 scrum of scrums and, 219 skills of, 188–190 in sprint planning, 21–22 sprint retrospective issues, 393 who should fill this role, 191–192 Scrummerfall, 34, 421 Self-fulfilling prophecy, 41–42 Self-organization defined, 416 by development team, 198–200 sprint execution, 348 undermining, 231 Sequential development. See Plan-driven development Servant leader defined, 416 ScrumMaster as servant leader of Scrum team, 186 Servicing technical debt Boy Scout rule for, 158–159 incrementally, 159 overview of, 155–156 paying high-interest debt first, 160 reasons for not repaying, 157–158 while performing customer-valuable work, 160–162 Shared context creating for sprint retrospective, 382–384 emotions seismograph as aid in creating, 384–385 event timeline as aid in creating, 384 mining for insights, 385 Shippable product. See Potentially shippable product increments (PSIs) Sign-offs, sprint review issues, 372 Silent grouping exercise for clustering insights, 386 defined, 416 Simple domain Six Sigma, 8 Size in cost evaluation related to product backlog, 20 estimates, 102–103 Skills inputs to sprint planning, 338 managers role in development of competence, 231–232 of product owner, 171–173 of ScrumMaster, 188–190 technical practices for task performance, 355–356 Small criteria, INVEST, 92 Small teams favored for Scrum development, 206 high-bandwidth communication and, 205 SMEs (Subject matter experts), 169 Software development, issues related to, 5 Solutions benefits of Scrum for, 4 defined, 417 faster and better, 201 innovative, 32 Specialists, on development team, 202 Specification by example, 85, 417 Spikes, knowledge-acquisition user stories, 93 Sprint backlog defined, 417 estimating, 122 as input to sprint review, 368–369 sprint planning and, 264 Sprint burndown chart, 357–359 Sprint burnup chart, 359–360 Sprint demo, 368, 370, 417 Sprint execution communicating progress of, 356 daily scrum and, 354 deciding which work to start, 352 determining which work needs to be done, Sprint execution (continued ) defining focus of, 378–379 determining actions, 387–388 emotions seismograph in, 384–385 event timeline in, 384 follow through on, 391–392 gathering objective data, 379 identifying insights, 385–387 insight backlog, 390 issues related to, 392–393 overview of, 27–28, 375–377 participants in, 377–378 prework needed for, 378 responsibilities of development team, 197 selecting among insights, 388–389 selecting exercises for use in, 379 setting atmosphere for, 382 structuring, 380 Sprint review sprint burndown chart and, 357–359 sprint burnup chart and, 359–360 task board and, 356–357 technical practices for task performance, 355–356 timing of, 347 who does the work, 354 Sprint goal defined, 417 inputs to sprint planning, 338 inputs to sprint review, 368–369 maintaining despite changes, 69–73 refining, 346 selecting product backlog items that align with, 343–344 setting in planning process, 21 Sprint maps, in release planning, 310, 316–318 Sprint planning adapting based on, 371 approach to, 368–369 attendance issues, 372–373 confirming sprint work is done, 367–368 defined, 418 demonstration aspect of, 370 determining facilitator for, 368 determining who to invite, 366 discussions in, 371 for large development projects, 373 overview of, 26–27, 363–364 participants in, 364–365 preparing for demonstration, 368 prework needed for, 365–366 responsibilities of development team, 197 scheduling, 366–367 sign-offs, 372 summarization of sprint goal and sprint acquiring confidence, 344–346 a day in the life of product owner, 175 defined, 417 determining capacity in, 340–343 finalizing commitment, 346 managing economics of, 168 in multilevel planning, 263 one-part approach to, 339–340 overview of, 21–23, 335 participants in, 335–336 planning level details for, 258 process of, 336–338 product owner participating in, 169 refining sprint goal, 346 responsibilities of development team, 197 selecting product backlog items, 343–344 terminology choices for sprint planning results, 369–370 when grooming occurs and, 108 Sprintable stories outcomes, 17–18 timing of, 335 two-part approach to, 338–339 Sprint results. See Potentially shippable defined, 417 size of user stories and, 87 story mapping technique and, 96 Sprints product increments (PSIs) Sprint retrospective approach to, 380–382 closing the retrospective, 390 creating shared context for, 382–384 deciding among actions, 389–390 defined, 417 abnormal termination of, 72–73 consistent duration of, 67–68 daily scrum and, 23–25 defined, 417 defining when complete or done, 74–78 iterative and incremental approach to development, 34 maintaining sprint goals despite changes, 69–73 organizing product planning into, 298 overview of, 20–21, 61–62 in Scrum framework, 17 short duration of, 64–67 timeboxing, 62–64 Staats, Bradley R., 210 Stakeholder value areas of, 292–294 defined, 418 Stakeholders accountability of product owner to, 173 defined, 418 defining product backlog, 18 getting feedback in agile development, 2 participant in grooming product backlog, 105–106 participant in product planning, 288–289 participant in portfolio planning, 268 participant in release planning, 308 as participant in requirements conversation, 84 participant in sprint retrospective, 377 participant in sprint review, 364–365 product owner collaborating with, 166, 171 Start/end dates. See Timeboxing Start-only-what-you-can-finish rule, 344 Stories. See User stories Story mapping technique (Patton), 96–98, 418 Story points defined, 418 measuring capacity in, 342 measuring magnitude of PBI, 128 Planning Poker, 129-133 as relative size measures, 20 Strategic filters defined, 418 economic filters, 275–276, 406 Strategic technical debt, 140, 418 Strategy planning, 257 Subject matter experts (SMEs), 169 Subjective data, communicating in sprint retrospective, 383 Subsystem teams, 214. See also Component Succeeding with Agile (Cohn), xxv, 397 Summarization aspect, of sprint review, 369–370 Sustainable pace defined, 418 of development team in performance of work, 56, 208–209 Sutherland, Jeff, xxix–xxx, 3 Swarming defined, 418 sprint execution and, 351–352 T-shaped skills, 201–203 Synchronization defined, 418 of multiple teams, 220, 222 System system-level constraints expressed via nonfunctional requirements, 93 system-level focus in sprint retrospective, 385 testing in definition of done, 75 Systems perspective, of managers, 235 ### T T-shaped skills choosing who does the work and, 354 defined, 420 diversity of development team and, 201–203 finding balance in utilization of, 351 Tacit knowledge defined, 419 of technical debt, 154 Takeuchi, Hirotaka, 3 Targeted technical debt defined, 419 servicing, 155 Task board for communicating sprint execution progress, 356–357 defined, 419 Tasks defined, 419 during sprint planning, 22 estimating sprint backlog, 122 organizing task work, 352–353 technical practices for performance of, TDD (test-driven development), 378, 419–420 Team structures overview of, 139–141 reasons for not repaying, 157–158 repaying high-interest debt first, 160 repaying incrementally, 159 repaying while performing customer- coordinating multiple teams using release train approach (Leffingwell), 220–223 coordinating multiple teams using scrum of scrums, 218–220 feature teams vs. component teams, valuable work, 160–162 servicing, 155–156 variable quality and, 314 Technical knowledge, ScrumMaster skills, 188 Technical practices 213–218 multiple team coordination, 218 overview of, 213 Teams defined, 419 for task performance, 355–356 use of good practices prevents accrual of compared with groups, 209–210 coordinating multiple, 218–220 cross-functional. See Cross-functional technical debt, 149 Technical stories teams defined, 419 development. See Development team product owner as, 182–183 swarming, 351 unit of capacity, 233, 282 use complete and engaged, 282–283 Teams, fashioning defined, 419 value of, 90 Technical work, as product backlog item, 100–101 Test-driven development (TDD), 378, 419–420 Test-first development, 353, 420 Testable criteria, INVEST, 92 Testing changing team composition, 229 defining team boundaries, 227 empowering teams, 230–231 forming teams, 228–229 overview of, 226 providing team goals, 228 Teams, nurturing automated testing, 355–356 components, 46–47 excessive manual testing resulting in technical debt, 139 myth that reduced testing can accelerate velocity, 145–147 quality built-in to development process, developing team member competence, 56–57 release train approach (Leffingwell) and, 222 types of tests, 75 Themes 231–232 energizing team members, 231 maintaining team integrity, 233 providing leadership in functional areas, defined, 420 story mapping technique and, 96 user stories and, 87–88 Time-management 232–233 Technical debt Boy Scout rule for servicing, 158–159 causes of, 144–148 consequences of, 141–144 defined, 419 definition of done and, 76 economics of, 150–152 making visible at business level, 153–154 making visible at technical level, 154–155 making visible with balance sheet, 153-154 managing, 148 managing accrual of, 149–150 act quickly, 302–303 focusing on short time horizon in product planning, 302 timeboxing for, 62 Timeboxing benefits of, 62–64 defined, 420 sprint retrospective and, 379 start and end dates, 20–21 Timeline, creating event timeline for sprint retrospective, 384 Timing of portfolio planning, 267 of product planning, 287–288 of release planning, 308–309 of sprint execution, 347 of sprint planning, 335 Traditional development process. See Plan- driven development Training a day in the life of ScrumMaster, 190 managers role in development of competence, 231–232 Transparency defined, 420 of development team, 205–206 leveraging variability, 35–36 of ScrumMaster, 189–190 Trust, managers role in establishing, 231 Two-part approach, to sprint planning, 338–339 ### U Unavoidable technical debt, 140, 420 Uncertainty. See also Variability comparing plan-driven development with agile development, 59 flow management and, 110 reducing, 36–37 type of, 36 Underutilization, of capacity, 351 Unintentional debt (McConnell), 140 Unit tests, 75 Units, for estimating product backlog items ideal days, 128–129 story points, 128 Unknown unknowns defined, 420 uncertainty and, 37 Unnecessary formality. See Formality Unpredictable tipping point, characteristics of technical debt, 142 Up-front plans accepting that you can’t get it right up front, 38–39 focus on adapting and replanning rather than conforming, 249–251 focus on making helpful not excessive, 248–249 just enough predictive planning, 300 not assuming they are right, 248 User role defined, 420 user stories and, 83, 96 User stories. See also Requirements benefits of, 79 card format for, 83–84 confirmation information in, 85–86 conversations in development of, 84–85 defined, 421 detailed product backlog items resulting from, 315, 320 estimable criteria for, 91–92 gathering, 95 independent criteria for, 88–89 INVEST criteria applied to, 88 knowledge-acquisition stories, 93–95 level of detail in, 86–88 negotiable criteria for, 89–90 nonfunctional requirements expressed via, 93 overview of, 83 for representing product backlog items, 294–295 sized appropriately criteria for, 92 story mapping techniques, 96–98 testable criteria for, 92 valuable criteria for, 90–91 workshop for writing, 95–96 Utilization, relationship to queue size (delay), ### V Validated learning concurrent learning loops in, 45–46 defined, 421 organizing workflow for fast feedback, 46–47 overview of, 44–45 product planning and, 303–304 validating important assumptions, 45 Validation, measuring progress by asset creating shared, 291–292 defined, 414 formats for, 292–293 product planning (envisioning) and, 259 validation, 54–55 Valuable criteria, INVEST, 90–91 Value-centric delivery, 55, 60 Value-creation flow, managers role in managing economics, 236 monitoring measures and reports, 236–237 systems perspective of, 235 Value-delivery-focused thinking, 353 Values ### W Waste defined, 421 innovation waste, 90 Waterfall development. See also Plan-driven defined, 421 in Scrum framework, 13 Variability development defined, 421 disadvantage of applying to sprint defined, 421 embracing helpful variability, 32–33 inspection, adaptation, and transparency, execution, 351–352 error of overlaying Scrum on, 34 Scrum compared with, 5 types of plan-driven approaches, 29 WaterScrum, 34, 422 Weighted shortest job first (WSJF) 35–36 iterative and incremental approach to development, 33–35 overview of, 32 reducing uncertainty, 36–37 Velocity, of work defined, 422 scheduling strategies and, 271 Won’t-have features affecting, 135–137 calculating range of, 134–135 decreasing as technical debt increases, 147 defined, 421 fixed-scope-release burndown chart, 327 forecasting, 135 inputs to sprint planning, 337 misuse of, 137–138 myth that reduced testing can accelerate defined, 422 release flow management and, 110–111 Work in process (WIP) batch sizes in, 48–49 comparing plan-driven development with agile development, 60 considering cost of delays, 52–54 defined, 422 establishing WIP limits, 281–282 inventory management, 49–50 Kanban and, 10 overview of, 48 participants in sprint execution, 51–52 timeboxing setting limit on, 62 Workflow, organizing for fast feedback, velocity, 145–147 overview of, 119–120 pressure to accelerate resulting in technical debt, 145 technical debt increasing time to delivery, 142 using predicted velocity to check if commitment is realistic, 344–345 what it is, 133–134 Vision 46–47 Workshop, for writing user stories, 95–96 WSJF (Weighted shortest job first) basing on areas of stakeholder value, defined, 422 scheduling strategies and, 271 293–294